670 20th Street
Eric Brown values everyone who chooses to work with him. He has worked with the gay and lesbian community on financial planning challenges since 1993. He started working with men with HIV issues early in his career with Waddell & Reed. He regularly works with lesbian couples to address retirement goals. He has a belief that providing education, information, and guidance results in the best choices. When working with people, he believes his role is to serve, and to provide a process that is open and helpful, allowing the clients he works with to direct action and consider the impacts of their decisions. He prefers to suggest options, offer choices, and create a relationship with the client that can last for decades.
Eric has served with numerous volunteer organizations within the LGBT communities of Portland and San Diego that work to create better, safer communities. Addressing the needs of people who have unique families, whether they are seen as single, as domestic partners, or married, Eric is committed to creating the best experience for each person.
WHAT DO YOU VALUE? How will you pursue your goals? How will you manage risk?
Whether funding that trip around the world, insuring someone you love, or a comfortable retirement, it all starts with a financial strategy. DREAM BIG. We have the resources to help you build a financial plan that can put you on a path toward your financial goals. MAKE A PLAN. To establish your financial plan, or to update an existing one, contact us. Take a step toward your dream today.
LET’S MAKE A PLAN to help you pursue your goal.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.